Wellington Shields Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55K | Hold |
104
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $9.57K | Hold |
104
| – | – | ﹤0.01% | 309 |
|
|
2024
Q4 | $8.56K | Hold |
104
| – | – | ﹤0.01% | 302 |
|
|
2024
Q3 | $9.38K | Hold |
104
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $8.07K | Buy |
104
+1
| +1% | +$78 | ﹤0.01% | 304 |
|
|
2024
Q1 | $7.4K | Buy |
103
+1
| +1% | +$72 | ﹤0.01% | 300 |
|
|
2023
Q4 | $7.16K | Sell |
102
-1,549
| -94% | -$109K | ﹤0.01% | 293 |
|
|
2023
Q3 | $107K | Buy |
1,651
+103
| +7% | +$6.67K | 0.01% | 257 |
|
|
2023
Q2 | $109K | Buy |
1,548
+1
| +0.1% | +$70 | 0.01% | 253 |
|
|
2023
Q1 | $108K | Buy |
1,547
+2
| +0.1% | +$139 | 0.01% | 257 |
|
|
2022
Q4 | $110K | Buy |
1,545
+1
| +0.1% | +$71 | 0.01% | 257 |
|
|
2022
Q3 | $105K | Buy |
1,544
+1
| +0.1% | +$68 | 0.03% | 251 |
|
|
2022
Q2 | $110K | Buy |
1,543
+2
| +0.1% | +$143 | 0.01% | 254 |
|
|
2022
Q1 | $112K | Buy |
+1,541
| New | +$112K | 0.01% | 271 |
|